Thinking about all the profits I could have taken. #crypto

The precious metals boom is still ongoing, with gold approaching the 5,000 mark and silver about to break 100, making my thoughts increasingly conflicted!
Holding gold and holding #Bitcoin has been my consistent view since 2025. However, the wave of speculation in silver that later drove the non-ferrous metals sector has made me a bit concerned.
Logically, silver inherits the risk premium of gold while also introducing risks to gold's upward movement. As the precious metals boom continues, gold's fundamentals, its safe-haven properties, align well with the current redefinition of monetary attributes.
However, for silver, its fundamentals are not strong; industrial demand exists but isn't very robust. As short-term bubbles expand, it will inevitably lead to rapid exposure of its own risks, and could even trigger significant price fluctuations. Silver's volatility may cause a collective plunge in other non-ferrous metals, which might severely undermine confidence in gold's rise.
Secondly, FOMO (Fear of Missing Out) investors or institutions betting on silver, copper, palladium, and other precious metals believe the logic is that rapid AI infrastructure development increases demand for various non-ferrous metals. The logic isn’t wrong, but this kind of speculation will certainly raise the cost of AI infrastructure, accelerating the bubble growth within the entire AI industry and bringing risks faster.
Therefore, facing the current rise in silver, I'm really quite torn. I'm very worried that silver's excessive FOMO outside of gold might trigger market risks, negatively impacting both gold and the future development of the AI market.